Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,533 | $88,672+65.3% | $105,223+39.3% | $82,448+77.7% |
| Participation rate | 96.5% | 67.9%+28.6pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 15.73% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,668 | $3,048+53.2% | $3,689+26.6% | $2,551+83.0% |
| Participant deferral / active EE | $4,943 | $4,036+22.5% | $5,072-2.5% | $4,139+19.4% |
| Admin fee / account holder | $5,389 | $7,146-24.6% | $8,859-39.2% | $7,234-25.5% |